See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,728 | $167,307+25.4% | $143,757+45.9% | $134,475+56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.57% | 0.46%-31.0pp | -0.04%-30.5pp | 417.96%-448.5pp |
| Employer contribution / active EE | $11,911 | $5,619+112.0% | $4,951+140.6% | $4,740+151.3% |
| Participant deferral / active EE | $14,996 | $6,446+132.7% | $5,637+166.0% | $6,400+134.3% |
| Admin fee / account holder | $1,571 | $18,088-91.3% | $14,673-89.3% | $11,426-86.2% |